RJA
PPLI

Raymond James & Associates’s People Inc PPLI Stock Holding History

Raymond James & Associates’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.6M Buy
58,942
+4,231
+8% +$176K ﹤0.01% 2077
2024
Q2 		$2.1M Sell
54,711
-3,379
-6% -$140K ﹤0.01% 2137
2024
Q1 		$2.54M Sell
58,090
-674
-1% -$29.1K ﹤0.01% 2013
2023
Q4 		$2.53M Sell
58,764
-12,081
-17% -$473K ﹤0.01% 1961
2023
Q3 		$2.93M Sell
70,845
-56,667
-44% -$2.75M ﹤0.01% 1788
2023
Q2 		$6.57M Buy
127,512
+66,789
+110% +$3.06M 0.01% 1311
2023
Q1 		$2.57M Buy
60,723
+19,726
+48% +$845K ﹤0.01% 1883
2022
Q4 		$1.49M Buy
40,997
+1,687
+4% +$66.7K ﹤0.01% 2185
2022
Q3 		$1.79M Buy
39,310
+409
+1% +$23K ﹤0.01% 2040
2022
Q2 		$2.42M Sell
38,901
-237
-0.6% -$16.7K ﹤0.01% 1875
2022
Q1 		$3.22M Sell
39,138
-2,243
-5% -$218K ﹤0.01% 1815
2021
Q4 		$4.44M Buy
41,381
+19,166
+86% +$2.16M ﹤0.01% 1640
2021
Q3 		$2.37M Sell
22,215
-6,753
-23% -$744K ﹤0.01% 1981
2021
Q2 		$3.66M Sell
28,968
-2,373
-8% -$307K ﹤0.01% 1708
2021
Q1 		$3.7M Sell
31,341
-37,123
-54% -$4.61M ﹤0.01% 1619
2020
Q4 		$7.08M Buy
68,464
+5,550
+9% +$425K 0.01% 1136
2020
Q3 		$4.11M Sell
62,914
-7,767
-11% -$533K 0.01% 1335
2020
Q2 		$4.08M Sell
70,681
-18,191
-20% -$808K 0.01% 1313
2020
Q1 		$2.85M Sell
88,872
-19,136
-18% -$758K ﹤0.01% 1370
2019
Q4 		$4.81M Sell
108,008
-21,212
-16% -$855K 0.01% 1279
2019
Q3 		$5.03M Sell
129,220
-33,735
-21% -$1.44M 0.01% 1222
2019
Q2 		$6.33M Buy
162,955
+6,093
+4% +$243K 0.01% 1093
2019
Q1 		$5.89M Sell
156,862
-43,414
-22% -$1.61M 0.01% 1101
2018
Q4 		$6.55M Sell
200,276
-62,635
-24% -$2.1M 0.01% 967
2018
Q3 		$10.2M Sell
262,911
-1,690
-0.6% -$54.8K 0.02% 825
2018
Q2 		$7.21M Sell
264,601
-4,163
-2% -$114K 0.01% 980
2018
Q1 		$7.51M Sell
268,764
-169,250
-39% -$4.46M 0.01% 928
2017
Q4 		$9.57M Sell
438,014
-19,567
-4% -$438K 0.02% 778
2017
Q3 		$9.62M Buy
457,581
+8,505
+2% +$165K 0.02% 764
2017
Q2 		$8.29M Buy
449,076
+51,466
+13% +$874K 0.02% 795
2017
Q1 		$5.24M Sell
397,610
-100,342
-20% -$1.31M 0.01% 1003
2016
Q4 		$5.77M Buy
497,952
+51,729
+12% +$606K 0.01% 919
2016
Q3 		$4.98M Sell
446,223
-46,369
-9% -$489K 0.01% 951
2016
Q2 		$4.96M Buy
492,592
+5,064
+1% +$46.9K 0.02% 857
2016
Q1 		$4.1M Buy
487,528
+222,250
+84% +$1.91M 0.01% 917
2015
Q4 		$2.85M Buy
265,278
+84,233
+47% +$975K 0.01% 1073
2015
Q3 		$2.11M Sell
181,045
-1,690
-0.9% -$22.4K 0.01% 1189
2015
Q2 		$2.6M Buy
182,735
+32,968
+22% +$437K 0.01% 1176
2015
Q1 		$1.81M Buy
149,767
+18,946
+14% +$219K 0.01% 1294
2014
Q4 		$1.42M Sell
130,821
-536,633
-80% -$6.07M 0.01% 1357
2014
Q3 		$7.86M Buy
667,454
+6,222
+0.9% +$75.2K 0.05% 438
2014
Q2 		$8.18M Sell
661,232
-66,669
-9% -$798K 0.05% 427
2014
Q1 		$9.29M Sell
727,901
-125,835
-15% -$1.62M 0.06% 342
2013
Q4 		$10.5M Sell
853,736
-46,386
-5% -$478K 0.08% 282
2013
Q3 		$8.79M Buy
900,122
+644,585
+252% +$5.89M 0.08% 302
2013
Q2 		$2.17M Buy
+255,537
New +$2.18M 0.02% 768

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Raymond James & Associates's PPLI Position: Q3 2024 in Review

Raymond James & Associates increased its People Inc (PPLI) stake by 7.7% in Q3 2024, buying an estimated $176K and bringing the position to 58,942 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Raymond James & Associates first reported a position in PPLI in Q2 2013 and has held it in 46 quarters since. The position peaked at $10.5M in Q4 2013. 367 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Raymond James & Associates held 58,942 shares of People Inc worth $2.6M as of Q3 2024.
  • Raymond James & Associates bought 4,231 People Inc shares in Q3 2024, an estimated $176K.
  • People Inc made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2077 holding.
  • Raymond James & Associates first reported a position in People Inc in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's People Inc position peaked at $10.5M in Q4 2013.
  • 367 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.